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Showing 2231 - 2240 of 9816 results for "Advisers"

IOOF hires from AustralianSuper

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... The company also recently completed its acquisition of MLC Wealth from National Australia Bank, adding 406 financial advisers to IOOF and making key appointments. The merger has also doubled the size of IOOF's advice business to $494 billion in funds ...

Milford lowers fees

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... fund to bi-annual. "Since joining Milford I want to ensure that our offer reflects our commitment to support financial advisers and their clients, as well as our desire to expand our adviser client base. Advisers will now have access to the same performance ...

ASIC consults on market integrity rules

ANNABELLE DICKSON  |  THURSDAY, 1 JUL 2021
... Consultation Paper 342 includes amendments to the Securities Market Integrity Rules which covers accredited derivatives advisers, trades with price improvement, trade confirmations for non-retail clients and regulatory data reporting. In addition, it ...

EOFY tips for advisers

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
Financial advisers should keep in mind some valuable tax breaks for their businesses as the 2021 financial year comes to a close. H&R Block director of tax communications Mark Chapman told Financial Standard temporary full expensing (TLE) is one tax ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
Global financial advice firm Connectus Wealth Advisers continues its Australian expansion strategy, announcing it will acquire its fifth wealth management firm in less than a year. Connectus has entered into a definitive agreement to acquire New South ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
... professionals in Victoria. He brings a proven track record of creating sustainable economic growth for the businesses and advisers he has previously worked with." Proietto said his focus will be on developing relationships with like-minded Victorian ...

Adviser ETF use grows

ANNABELLE DICKSON  |  TUESDAY, 29 JUN 2021
Financial advisers have increased their adoption of exchange-traded funds (ETFs) as demand for access to specific markets surges, new research shows. The latest BetaShares/Investment Trends ETF Report revealed 75% of Australian advisers are now using ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... to remuneration, education, compliance regimes and products, like income protection, have made it impossible for some advisers to keep their head above water. The gradual reduction in commissions has forced many out of the industry. On 1 January 2020 ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... proposed legislation will see the remit of the Financial Services and Credit Panel (FSCP) within ASIC expand to regulating advisers, operating as a single disciplinary body to govern serious misconduct. The panel comprises a minimum of two industry participants ...

Aussie investors optimistic about returns

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... performance. Natixis Australia chief executive Damon Hambly said it is evident that Australian investors trust their financial advisers (89%) and will need to work with them in this recovery phase of the market to ensure their investment portfolio has ...